Author: Michael Foster, Contrarian Outlook

Outperforming the S&P 500 year-to-date, it trades at a 4.1% discount that has only grown despite its strong returns.

It holds undervalued semiconductor names like Micron and NVIDIA as well as a mix of other high-flying tech companies, like privately held quantum-computing firm PsiQuantum, optical-networking gear maker Lumentum Holdings, and even Space Exploration Technologies.

The stall in the tech sector has set up a nice buying opportunity, but don’t expect it to last long.

A long-term winner, it’s a smart way to ride along with America’s long-term growth… whether we need the income generated by that growth or not.

It’s quietly built a portfolio perfectly tuned for the rest of the 2020s.